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Fidelity MSCI Consumer Discretionary Index ETF

187 hedge funds and large institutions have $511M invested in Fidelity MSCI Consumer Discretionary Index ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
54
Closed
16
Calls
$146K
Puts
$8K
Net Calls
+$138K
Net Calls Change
-$52K
Name Market Value Shares Shares
Change
Shares
Change %
BOSSRA
76
B.O.S.S. Retirement Advisors
Utah
$641K 7,915 +5,078 +179%
AWM
77
Axxcess Wealth Management
California
$638K 7,880 +89 +1%
COCM
78
Charter Oak Capital Management
New Hampshire
$632K 7,807 -492 -6%
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$631K 7,794 +65 +0.8%
SS
80
Sunbelt Securities
Texas
$605K 7,469 +59 +0.8%
DWM
81
Dakota Wealth Management
Florida
$603K 7,445 +195 +3%
WIA
82
World Investment Advisors
California
$594K 7,334 +9 +0.1%
RSWM
83
Robertson Stephens Wealth Management
California
$582K 7,181 +3 +0%
SIA
84
Soltis Investment Advisors
Utah
$582K 7,180
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$569K 7,026 +1,060 +18%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$563K 6,948 +2,390 +52%
AP
87
Advisors Preferred
Maryland
$557K 6,877 +5,580 +430%
Prudential Financial
88
Prudential Financial
New Jersey
$542K 6,689 +776 +13%
HCM
89
Hall Capital Management
Rhode Island
$516K 6,373
BRWA
90
B. Riley Wealth Advisors
Florida
$498K 6,151 +683 +12%
Creative Planning
91
Creative Planning
Kansas
$497K 6,139 +1,657 +37%
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$490K 6,046 -454 -7%
EFM
93
Eley Financial Management
Vermont
$467K 5,769 -122 -2%
NS
94
NBC Securities
Alabama
$461K 5,696 +531 +10%
SWA
95
Stratos Wealth Advisors
Ohio
$455K 5,614 +399 +8%
MML Investors Services
96
MML Investors Services
Massachusetts
$382K 4,715 -1,736 -27%
CF
97
Centaurus Financial
California
$381K 4,703 -278 -6%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$364K 4,489 -23,599 -84%
HCM
99
Hilton Capital Management
New York
$357K 4,406 +1,606 +57%
CA
100
Crumly & Associates
Illinois
$342K 4,216